Beaumont Financial Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History

Beaumont Financial Advisors, LLC

$1.11 Billion
Q3 2024

A detailed history of Beaumont Financial Advisors, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Beaumont Financial Advisors, LLC holds 1,811 shares of IWB stock, worth $598,571. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,811

Previous 1,548 16.99%

Holding current value

$598,571

Previous $460,000 23.7%

% of portfolio

0.05%

Previous 0.04%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 09, 2024	BUY	$283.28 - $314.39 $74,502 - $82,684	263 Added 16.99%	1,811 $569,000
Q2 2024 Jul 24, 2024	SELL	$272.21 - $298.72 $9,527 - $10,455	-35 Reduced 2.21%	1,548 $460,000
Q1 2024 May 10, 2024	BUY	$257.46 - $288.1 $514 - $576	2 Added 0.13%	1,583 $455,000
Q4 2023 Jan 31, 2024	SELL	$225.16 - $263.17 $79,256 - $92,635	-352 Reduced 18.21%	1,581 $414,000
Q3 2023 Nov 01, 2023	BUY	$234.05 - $252.17 $35,809 - $38,582	153 Added 8.6%	1,933 $454,000
Q1 2023 May 08, 2023	BUY	$208.78 - $230.55 $7,933 - $8,760	38 Added 2.18%	1,780 $400,000
Q4 2022 Jan 25, 2023	BUY	$196.94 - $224.49 $343,069 - $391,061	1,742 New	1,742 $0

Others Institutions Holding IWB

# of Institutions

1,374

Shares Held

93.3M

Call Options Held

221K

Put Options Held

52.5K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Beaumont Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beaumont Financial Advisors, LLC with notifications on news.

Account

Beaumont Financial Advisors, LLC Ishares Tr Russell 1000 ETF Transaction History